iManage Training

How many custom tables are there in iManage Work? Why can't you edit them all in DBAAdmin?

iManage Work uses 31 custom tables; 14 tables are exposed in DBAdmin to configure the values

Which tool is used to add iManage Work services?

imSvcIns.exe (The Hammer Tool)

What is the name of the role that the impersonation account must be a member of on the Exchange Server?

"Application Impersonation"

What does the Preferred Database setting determine?

It determines where a user's My Matters and My Favorites are stored.

What Microsoft technology can be used to encrypt content in iManage Work?

Windows EFS (Encrypted File System)

What types of authentication does WSCE require and why?

- SQL Database Authentication: WCSE requires an NRTADMIN account to import emails into iManage Work on behalf of every user (i.e., an account with admin rights to all connected databases). - Mail System Authentication: WCSE requires Mailbox operations that use impersonation use the rights associated with the account being impersonated.

List the design guidelines that should be followed when using the Comm Server with distributed sites?

-Each site that has its own Microsoft Exchange server should have its own co-located Work Communication Server -Work Communication Servers should only be configured to service Microsoft Exchange server(s) located in the same location. -EWS and WCSE must be configured to connect to all iManage Work libraries to which users in each site can send or file email. -When a Communication Server service connects to a remote iManage Work library, it should connect to that library via an iManage Work server that is local to the SQL database when possible.

Up to how many results will display in the Work 10 Web client?

1,000 (50 per page)

What are the two options to install iManage Gmail Extension?

1. Packaging and deploying as the *.CRX file 2. Unpacking iManage Gmail Extension in the Developer Mode

What is the default listening port for MSH?

1083

WorkSite Connector Service

Crawls WorkSite File Server & Database to extract document content, metadata, default security, and security ACLs (requires account w/Read access to File Server).

By default, how many concurrent jobs can an MSH server handle?

25

T or F: The Co-Authoring Add-on depends on a Microsoft desktop sync client.

False

What is a Personalized Search in the Work 10 Web client?

A search that limits results to content in Workspaces in your Recent Matters list (past 30 days)

By default, IDOL is assigned ports 9000, 9001, and 9002 for what purpose?

9000 - Action Port; sends actions to IDOL server (e.g., receives full-text search requests from the DMS/iManage Work server, communicates with WorkSite Ingestion Server, etc.) 9001 - Index Port; indexes content into IDOL server (e.g., indexes data into WorkSite Content, exports data from WorkSite Content, backs up WorkSite IDOL databases, etc.) 9002 - Service Port; sends service commands to IDOL server

True or False: iManage Control Center relies on ODBC for a database connection.

False

What does the (+) symbol indicate in iManage Control Center?

Add a table value.

Which languages are supported by iManage Work?

All languages are supported at the database level (e.g., within content and metadata, etc.), but "Classic client applications can be localized in English, French, GErman, Spanish, and Portuguese.

Where is the best place to begin troubleshooting system-wide performance problems with iManage Work?

Always begin system-wide performance troubleshooting by reviewing the iManage Work (aka WorkSite) Server service log.

Typically, how much data should a properly sized Indexer process per hour?

An Indexer with a single Content Service can index roughly 20GB per hour of raw index data.

What types of users can be classified as External?

Any user can be classified as an External User (e.g., virtual users, domain users, etc.); have limited privileges within the system, but can user "Trusted Login" dependent upon OS type

In Gmail, what are the two iManage actions that can be taken from a new message, a reply, or a forward?

Attach iManage document(s), Attach HTTPS link to iManage document(s).

How can you grant access to the Monitor program?

Authorized users must be in the NRTADMIN group and in a Role that allows the "Use WorkSite Monitor" privilege in every iManage Work database. Note that as with DeskSite/FileSite clients, TCP/IP must be present on the client PC running Monitor to establish connectivity to the iManage Work Server.

What determines how iManage Work automatically detects file types?

Auto file type detection is based on mapping KeyView (INSO) file types to an iManage Work document type and configuring applications in Database Administration.

Between which two components does the most resource-intensive processes occur during email filing?

Between the Communication Server and Microsoft Exchange

Work Server

Brokers transactions between clients and back end (i.e., the Middle Tier and the iManage Work Library)

What file would you need to update in order to update the default iManage Work forms logo to your company logo?

C:\Program Files(x86)\Interwoven\WorkSite\worksitelogo.bmp

What is the path on the iManage Work Server where the Gmail Extension WEb Files need to be place?

C:\Program Files\Autonomy\WorkSite\web_module\app\static\js\gmail

After closing a document, where is the short-term backup copy of important documents stored locally (if enabled)?

C:\NrtEcho

What is the proper database collation to select when creating an iManage Work database?

Case Insensitive | Accent Sensitive (CLAS)

In Service Manager, if you change service and file ports that iManage Work server service is using to communicate, what else must you also do?

Change the ports in the registry on the client PC to enable client-server communication.

Gmail extensions are only available in which browser?

Chrome

What are the two Co-Authoring Add-on deployment options?

Cloud (via Office 365), on-premises (via an on-premises SharePoint site)

WorkSite Ingestion Engine Service

Converts crawled content into one of more IDX files and delivers IDX files(s) to WorkSite IDOL.

WorkSite IDOL.cfg

Contains DAH & DIH configuration information (e.g. Server), combinatory virtual database info), etc.

WorkSite Content.cfg

Contains DB configuration information (e.g., number of databases to be created (NUMDBS=2), etc.)

WorkSite Connector.cfg

Contains task configuration information (e.g., number of fetch tasks to be created ((FetchTasks)), etc.)

What type of profile fields does iManage Work use to control what content is encrypted?

Custom 1-12 and 29-30, Type, Class, and Subclass

What is the required reserved name for an encrypted file server?

DEFSECRUREDSERVER

Which iManage legacy admin apps does iCC mimic in browser-console form?

Database Administration (DB tables), Monitor (searches and history), Dialog Editor (captions), Work Web (Workspace templates)

What are some of the content filters available to users in the Work 10 Web client?

Database, Date, Has Attachments, From me / To me / All, File Type, Top 5 Authors/Operators, Top 5 Senders

What types of management functions can you perform using DBAdmin?

Define user accounts/groups/roles, set user access privileges/document security, manage doc types and applications, create custom doc classifications, configure doc archiving settings.

How are captions and forms customized in iManage Work?

Dialog Editor is used to configure custom captions, customize forms, and set the default tab order.

WorkSite Ingestion Server.cfg

Displays metadata index fields; no configuration changes are made to this file.

What options are configured in DBAdmin under database Options?

Document Echoing, Password Options, WorkArea System Preferences (i.e., which elements of the navigation tree are visible), generation of History records

Which objects can Flexible Folders create?

Document Folders, Search Folders, Tabs

In the Work 10 Web client, what does the Recent Documents list represent?

Documents you have interacted with in the last 30 days

What actions are available when previewing a document in the Work 10 Web client?

Edit, Download, Upload New Version, Copy Link, Send, Timeline, Properties

What is EMM?

Enables management of email via iManage Work clients

Unicode

Enables multi-language support

What is DMS?

Enables storage and retrieval of information

By default how often does the preview cache get cleared?

Everyday, automatically

T or F: Work Communication Server software should be installed on the same server that is running Microsoft Exchange Server.

False. Communication Server software should be installed only on server dedicated for its own use.

True or False: Only metadata is Unicode compliant in iManage Work 10.

False. Content, metadata, full-text index, and communications are all in Unicode.

T or F: All of the following functions are available offline: Open, Import, Copy, Delete, Quick View, Full-Text Search, Send Document, Send NRL/URL, Print, Sort by, Properties

False. Full-Text Search and Delete are not available offline.

T or F: DeskSite or FileSite are required for a user to use the Microsoft Office Integration package for the Work 10 Web client.

False. It is independent of the 'Classic' CLient Integration with the Office Suite.

T or F: With OffSite, users still need to manage switching offline and online.

False. OffSite handles network connections/disconnections seamlessly including switching between wired and wireless connections

True of False: iManage Work 10 Server comes in 32-bit and 64-bit versions.

False. Only 64 bit Work Server will be available as of Work 10

T or F: You use Indexer Control Center to re-generate configuration files.

False. The Indexer Deploy Tool can be utitlized re-generate the configuration files, while Control Center is used to edit configuration files and view logs.

T or F: The Active Content Engine, DAH, and Sync Tool make up the Active Content configuration.

False. The configuration includes the Active Content Engine, Active DIH, and the Sync Tool.

True or False: Documents already in a folder that has just had encryption metadata applied to it are automatically encrypted.

False. The documents aren't moved to the encrypted share until the folder is re-filled.

T or F: When configuring iManage Work over a Wan, it is most efficient to deploy (non-caching) file servers in the same location as the desktop clients.

False. The iManage Work server and the main file server should be in the same location.

True or false: Documents are distributed to multiple WorkSite Content Engines by client and/or matter number.

False. They are distributed via DOCNUM.

T or F: A Workspace folder created in DeskSite with Flexible Folders is not available to FileSite or the Work 10 Web client?

False. They would be displayed in any client.

In which database table is 'User Photo Storage' enabled?

Files Servers table

What are Filing Folders?

Filing folders are Outlook folders which have been linked to iManage Work Folders (enabled via registry key). Moving an email to a Filing Folder queues it for server-side email processing.

What advanced features does Classic EMM provide to assist in managing a user's email via iManage Work?

Filing toolbars, filing folders, suggested filing, enhanced Outlook view, saving attachments, send & file, delegate filing, duplicate detection.

What are the two types of Document Date Options you can use? Does the use of one preclude the use of the other?

System Dates and File Dates; System dates are populated even if the File Dates option is selected

How can you test that your iManage Work server operates properly?

From an iManage Work client: import, search, quick view, and open a document

How does granular selection benefit users of OffSite?

Granular selection allows users to select specific Workspaces and Folders to synchronize. It also allows users to filter document synchronization by date or by size.

What is the name of the DMS registry key for encrypted temp files?

HIPAA Temp Directory

Which DMS server registry key can be used to limit accesss to the Web Client?

HTML 5 Policy Group Access List

What Web standard does the Work 10 Web Client support to make it 'responsive' on most platforms?

HTML5

What Web standard does the Work 10 Web client support to make it 'responsive' on most platforms?

HTML5

Which protocol does iManage Control Center use?

HTTPS

Which component is the central point for indexing performance data?

IDOL Hub Server is the central point to monitor/manage the iManage Work Indexer and view logs.

What other Indexer Indexer deployment settings can you configure using the INdexer tab in IDT?

IDOL Indexer Hoster, Securitiy Model (Optimistic/Pessimistic/Hybrid), Security Keys specified within Service Manager, Indexing versions, etc.

Which component provides IDOL Indexer performance data to Hub Server?

IDOL Satellite Server is installed on each iManage Work Indexer host and provides IDOL Indexer performance data to the IDOL Hub Server.

Which browsers support integrated checkout if a user has DeskSite or FileSite installed on their machine?

IE11 and Edge are officially supported, but it does also work with Chrome and Firefox.

Which browsers support integrated checkout if a user has DeskSite or FileSite installed on their machine?

IE11, Edge

Which Environment Variable is dedicated to MSH?

IM_MICROSERVICE_PORT

What does the 'HTML5 Policy Prevent Data Leakage' registry key do and what case does it need to be in?

If set to 'high' it limits whether Web client users are able to download documents or email attachments, share links, etc. It must be in all lowercase letters. (Default: 'low')

What is the purpose of the Co-Authorizing Add-on for the 9.3.1 clients?

It allows users to check out a document and then simultaneously share authoring capabilities with one or more individuals.

What is the purpose of the Flexible Folders Add-on feature?

It allows users to create new folders in a Workspace based on templates.

What is the cleanest way to manually clear the preview cache?

In the database set DOCNUM and VERSION fields of the required entries to NULL and Work Server will check the RENDITION_CACHE table for the NULL values and then delete the corresponding cached previews.

What server environment can Indexer Control Center be installed in?

Indexer Control Center can be installed on any Java servlet engine or IIS.

WorkSite Content Service

Indexes document content & metadata (based on IDX file) and removes stopwords from crawled content

What displays for Authors/Operators and logged in users if no photo is available for them?

Initials for their first and last name

Name some of the primary Co-Authoring functions

Invite People, View Co-Authored Documents, Sync, Unlock, Revision History, Request Access, Finish, Open

How do you run an immediate backup of your WorkSite Content DB?

Issue the following command from a browser: http://servername:11001/DREBACKUP?[PATH]

What are the primary functions of the WorkSite Connector Service?

It fetches document content, metadata, default security, and security ACLs for an iManage Work library (e.g. in batches of 1,000) and delivers documents to the Ingestion Server (e.g., in batches of 100).

What is an IDX file and what are the two main pieces of data it contains?

It is a representation of the datab to be indexed (i.e., a single file that contains all documents discovered by the crawl); it includes the fields DREREFERENCE (a unique reference to any object within IDOL) and DRECONTENT (the text of the file).

What account does this grace period to undeclared not apply to?

It is not applicable for NRTADMIN users (their rights override this setting).

What does the Primary Database setting determine?

It is the default database for storing the iManage Work forms, captions, and roles.

What is a Document Timeline?

It lets you see the entire history of the selected document across all versions at a single glance

What does the Mailbox Sync feature do?

It updates the mailboxes of all users to show that an email that all have received has bene filled by a colleague.

How does WorkSite determine which documents a user has access to?

It uses the indexed ACLs stored in field AUTONOMYMETADATA.

How do you run Indexer Deploy Tool to configure the number of WorkSite Content DBs?

Launch the Indexer Deploy Tool manually by double-clicking deploy.bat located in the Autonomy\Install\Index directory, select the Indexer tab, and set the "Number of Content Engines."

WorkSite IDOL

Manages distribution of indexing & queries using DIH (Distributed Index Handler) and DAH (Distributed Action Handler)

What are three methods of loading values into iManage Work custom tables?

Manually typing values, using Load Data command from DBAdmin or using CLLOAD.EXE utility.

In the IDOL Indexer, which type of content engine is recommended to be deployed (and enabled in the DMS registry) to create document preview efficiency with Work 10 Web Client?

Metadata Content

How would you set up a Scheduled backup?

Modify WorkSite Content.cfg and add a [Schedule] section with appropriate parameters.

What types of tasks can you perform using the Monitor Utility?

Monitoring tasks (e.g. monitor server activity, search for docs based on profile info, status), IT helpdesk tasks (e.g., release checked out docs, re-assign docs), and Maintenance tasks (e.g., Bulk-edit doc profiles, relocate docs between databases.)

What is the only reserved group in iManage Work? What does this group do and where is it created?

NRTADMIN (created using DBAdmin) provides the ability to view, edit, and delete documents and Workspaces regardless of assigned security; it also allows the ability to perform operations that are restricted by the user's assigned role.

A member of which group has the highest privileges in iManage Control Center?

NRTAdmin

How can an administrator enable additional file servers? What must occur in order for the new file server to take effect?

New file servers can be created within DBAdmin and assigned to users. The iManage Work server service must be stopped and restarted if users are assigned an alternate file server.

In the Work 10 Web client, what does a blue dot over the Help icon indicate?

New help tips are available

In the Work 10 Web client, what does a blue dot over the Help icon indicate?

New help tips available.

What operations occur automatically when a user goes back into Online mode in one of the iManage Work clients?

New or modified offline documents are uploaded to iManage Work, deleted online iManage Work doumetns are deleted from the offline repository, and user is given the opportunity to resolve conflicts.

Can users belong to more than one role within a single database?

No, a user may only belong to one role in a single database.

What parameters are set using the document class?

Number of retain days, default security, echo, subclass required, HIPAA, document classification.

What is the resource-intensive job the Micro Services Hub provides on the back end to lessen the load on the DMS?

OCR

How does OffSite keep track of the changes made to documents, folders, and Workspaces?

OffSite has an event-driven architecture that monitors for structural and content changes to documents, folders, and Workspaces. It syncs only the content that has changed.

In addition to MS Office, what Microsoft technology is required to use the Co-Authoring Add On?

OneDrive

When should you use the 'Generate Self-Signed Certificate' during a Work 10 installation?

Only for testing or proof of concept. For production, iManage strongly recommends using an SSL cert from a certificate authority provider.

What is the default server security model? How can it be changed?

Optimistic security is the default security model. It can be changed via the registry to either Pessimistic or Hybrid Security

What does Directory Synchronization do for you in terms of iManage Work?

Performs repeated one-way synchronizations, automatically creates new users/groups in iManage Work (when corresponding user/group is dsabled in AD or Windows NT domain), updates user/group information, defines custom field mappings between iManage Work and AD.

What impact does Pilot Mode have on the Indexer implementation?

Pilot mode sets logging to "full" and decreases memory usage, the number of threads, and the synchronization time.

What should customers complete prior to deploying the IDOL Indexer?

Prior to deployment, all customers should complete the IDOL Sizing Questionnaire.

What is Mobility?

Provides access iManage Work content via mobile devices

What is offsite?

Provides offline access to iManage Work content

Which Environment Variable points to a self-signed cert or CA Bundle?

REQUESTS_CA_BUNDLE

What other document management functions does the Monitor tool provide?

Reassign changes to the operator and auther of all documents from one user to another; Bulk Profile Edit enables you to change the metadata values of multiple documents.

What determines the 'Tier' of access a user has in iManage Control Center?

Role

In iManage Control Center, where is a Tier Access assigned?

Roles > Privileges > Administrative

When a user launches an MS Office application for the first time after Work 10 Web integration package is installed, what are three login options seen in the dialog?

SAML (for AD FS), Used Trusted Login (network) or User/Password (iManage explicit login)

What types of searches are generated by Express Search: database or index?

Searches performed using the Express Search panel are full-text index searches.

What is the benefit of server proxying?

Server proxying increases performance by using iManage Work servers to proxy remote database requests via the WAN.

What server properties can you configure using the Service Properties button in Service Manager?

Set cluster/server name, set email domain used by the Communication Server, enable trusted authentication, enable impersonation.

What is the recommended image size so images don't display poorly in the UI, and what are the supported file types?

Size: 96x96, Format: PNG, JPG

What are the customizable Email Templates for Co-Authoring Add-on?

Start, Finish, Unlock, Request Access

Database Server

Stores SQL databases on which profile information for each of the documents is stored

File Server

Stores the actual documents (e.g. doc, pdf, emails, etc.)

Index Server

Stores the full-text index collection

What are the two methods of loading user pictures?

The 'Upload User Photo' Tool & Active Directory sync (if images are in AD)

What utility allows administrators to query the Indexer directly and what command does it execute first?

The (IDOL) Index Browser is ued to test the iManage Work Index (using encrypted commununications); it executes an initial GetStatus command upon first connecting to the iManage Work Index.

What tool can migrate documens from one database to another?

The Monitor tool's Relocate function moves documents from one SQL Database to another.

How can the "Declare as Record" capability be controlled administratively?

The Records Management capability includes the ability to undeclared a record within a specified grace period (a server-side setting).

Describe the function of the WCSE Service?

The WCSE application receives email, converts it to a form that the iManage Work server can process, and adds profile information.

COM integration commands and ODMA integration commands are customized differently. How?

The ability to save (Local Save As) and open (Local Open) documents outside of iManage Work is customized in the registry for COM integration and in nrt.ini for ODMA integration.

Where does a document reside on the local system while it is being edited?

The document resides in the C:\NRPortbl folder

What type of account must be used to configure iManage Service startup properties?

The iManage Work server administrator domain user account that was created during the preliminary setup

If you see a blue dot next to a document on the Edited Documents list, what does that mean?

The latest version of the document was edited by another user since it was last viewed

If you see a blue dot next to a document on the Edited Documents list, what does that mean?

The latest version of the document was edited by another user since it was last viewed.

What determines which dialogs a client gets?

The server reads the client's locale at login and serves the appropriate dialogs, if available. If the appropriate dialogs are not available, the server serves the default (English) dialogs.

What are the two primary architectures for iManage Work?

The two primary architectures for iManage Work are centralized and distributed.

In the User Photo Upload command, what does '-pswd' represent?

The user's password or the impersonation password.

What content does a user have access to in OffSite when they are in offline mode?

They can assess folders containing their active matters and projects, Worklists, and Checked-out Documents (i.e., Document Worklist and My Matters)

If individual users are experiencing connection problems to iManage Work, the best course of action is to check their individual file system and SQL connections? Why or why not?

This is the wrong course of action because users do not have individual SQL or file system connections for IManage Work.

What has occurred when a Workspace object icon (folder, tab or Search Folder) is displayed with a key?

This symbol shows that the object has different security than the parent Workspace.

What type of Workspace searches does the iManage Work Indexer process?

Those performed using Express Search, the Express Search panel, and Email Management (Filing) toolbars.

Which has higher privileges, Tier 1 or Tier 2?

Tier 2

What is the default scope of a Document Search in the Work 10 Web client?

Title

T or F: FileSite and the Work 10 Web client have Email Management Toolbars independent of one another.

True

T or F: The high-level indexing process flow is: Fetch, Convert, Index.

True

What does the 'HTML5 Policy Group Access List' registry key do and what case does it need to be in?

UPPERCASE (e.g. NRTADMIN,LEGAL)

What must you configure to enable document echoing?

Under DBAdmin, configure the Database Options (to enable document echoing globally per database) and the Class table (to configure which document classes are enabled/disabled for echoing), and it must also be enabled on your desktop client (Desksite or FileSite)

What technology allows for iManage Work 10 to support data in any language?

Unicode

How do you restore a WorkSite Content DB from backup?

Use command: http://servername:11001/DREINITIAL?[filepath and filename]

How do you delete an iManage Work user account?

User accounts cannot be deleted, they can only be renamed or disabled (in DBAdmin)

Where are an individual user's OffSite preferences stored?

User settings are stored in the user's Preferred Database. If there is a hardware issue, the OffSite Repository can be easily reproduced.

What term is used to describe the process of accessing another user's My Matters?

Users subscribe to other users' My Matters. (Note that the owner must have granted them the rights to access their My Matters).

Name the two primary components of Work Communication Server for Exchange.

Work Communication Server service and Exchange Web Services (EWS)

During Work 10 installation, which keys are accepted for the New Professional Client (Web Client)?

Work Web, Mobility for iOS, Mobile Server (blackberry)

Which IDOL Indexer component needs Read access to the encrypted file share?

WorkSite Connector

What is the Flexible Folder structure based on?

Workspace templates created in iManage Control Center. (Templates created by the Work Web tool are also visible.)

Can a user be a member of more than one group?

Yes

What are the primary functions of Indexer Control Center?

You can stop/start iManage Work Indexer components, view log and configuration files, and monitor the overall health of the iManage Work Indexer.

How do you enable client-side filing on an iManage Work server using the Communication Server?

You don't; client-side filing is the process that occurs when the optional Communication Server is not installed. To enable server-side filing, edit registry file: HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Interwoven\Worksite\imDmsSvc\ and set a DWORD value of ServerSideFiling=1.

What must occur before you can set Unicode captions for the entire database?

You must first clone at least one dialog into the desired Unicode language.

What process must occur before you can use a newly created SQL Database?

You must initialize it using the Database Administration program. (The SQL administrator account must be used to initialize the database)

What capability allows iManage Work 'Classic' clients to connect to iManage Work servers over the Internet?

iManage Anywhere

What are the three iManage Work deployment options?

iManage Cloud, On-premises, On-Premesis with iManage Cloud Backup

What iManage Work server program is used to configure the service properties and database options? List some examples.

iManage Service Manage (aka WorkSite Service Manager) This program is most commonly used to start/stop services, review/set service and service startup properties, and view log files

Where are menu customizations for iManage Work desktop clients made?

iManage Work desktop clients and MS Office integration are customized in the client machine's registry.

What must be installed or configured on the iManage Work Server?

iManage Work server software, ODBC System DSN, and domain service account with local administrator permissions

What is the benefit to implementing iManage Work server with Caching?

iManage Work server with Caching provides faster document downloads/uploads to users who are accessing iManage Work from a remove office via the WAN. Documents that have been previously accessed are delivered by the Caching Server.